1832 Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

1832 Asset Management’s Portfolio SPEM Stock Details SPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9	Closed	-$319	–	942
2023 Q4	$319	Buy	+9	New	+$306	﹤0.01%	811
2021 Q3	–	Sell	-6,151	Closed	-$280K	–	879
2021 Q2	$280K	Hold	6,151	–	–	﹤0.01%	556
2021 Q1	$269K	Hold	6,151	–	–	﹤0.01%	530
2020 Q4	$260K	Buy	+6,151	New	+$244K	﹤0.01%	567
2019 Q2	–	Sell	-13	Closed	–	–	750
2019 Q1	$0	Buy	+13	New	+$453	﹤0.01%	703

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

1832 Asset Management's SPEM Position: Q1 2024 in Review

1832 Asset Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024, closing a stake of 9 shares — an estimated $319 sold.

1832 Asset Management first reported a position in SPEM in Q1 2019 and held it in 5 quarters. The position peaked at $280K in Q2 2021. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

1832 Asset Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
1832 Asset Management sold 9 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2024, an estimated $319.
1832 Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and held it in 5 quarters.
1832 Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $280K in Q2 2021.
714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

Based on 1832 Asset Management's 13F filing for Q1 2024, filed 14 May 2024.